Tobii's Q2 numbers did not materially differ from our estimates, particularly when accounting for a SEK 10m one-off related to restructuring, burdening EBIT. The company commits to SEK 200m in cost savings over the coming quarters which should start to be visible in Q3/24 although we do not know to what extent this is from the recently acquired FotoNation. Executing on costs should mean upside to our estimates, assuming revenue performance will be decent.
